PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

J.W. COLE ADVISORS, INC.'s Holding History (CIK: 0001404763)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,665 Value ($000) $541 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 6,924 Value ($000) $574 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 6,635 Value ($000) $527 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 6,143 Value ($000) $518 Avg Close $80.24 Range $73.13 - $86.94
Q1 2024
Shares 3,126 Value ($000) $270 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 3,019 Value ($000) $238 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 2,935 Value ($000) $212 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 2,797 Value ($000) $212 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 2,780 Value ($000) $207 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 2,777 Value ($000) $233 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 2,775 Value ($000) $200 Avg Close $63.59 Range $53.91 - $71.08
Q1 2022
Shares 2,804 Value ($000) $206 Avg Close $62.90 Range $55.77 - $69.64